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At A&I we take a team approach to health and welfare trust administration. We understand that every Trust is unique and we tailor our services to meet the client's needs. At the beginning of plan setup, each of our clients is assigned an implementation team that continues to work with them as their service team. This seamless transition ensures that each service team member is well versed in the specifics of the individual plan and that there is no disconnect between the setup phase and servicing the client. Our service team members include:
We not only provide a standard package of services, we are considered a "boutique" administrator by offering many options and custom solutions to clients who have specific needs. Our Health & Welfare Trust administration services include:
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1220 SW Morrison Street, Suite 300 | Portland, OR 97205 | 503.224.0048 Voice | 503.228.0149 Fax | info@aibpa.com |
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